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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1776	HLC Hunt Lane Capital New York	$22.6M	+$859K	1	5.6%	Increased
1777	Olstein Capital Management Purchase, New York	$22.5M	-$755K	4	3.52%	Reduced
1778	Cubic Asset Management Boston, Massachusetts	$22.5M	+$128K	4	6.75%	Increased
1779	Blume Capital Management Berkeley, California	$22.5M	-$304K	7	11.24%	Reduced
1780	Acorn Advisory Capital New York	$22.4M	-$829K	3	27.79%	Reduced
1781	Prime Capital Investment Advisors Overland Park, Kansas	$22.4M	+$8.45M	10	3.47%	Increased
1782	CCM Consolidated Capital Management Burbank, California	$22.4M	-$1.58M	3	16.21%	Reduced
1783	Texas Yale Capital Corp St. Petersburg, Florida	$22.4M	-$582K	6	1.61%	Reduced
1784	Holderness Investments Company Greensboro, North Carolina	$22.4M	-$4.74M	7	10.42%	Reduced
1785	Brasada Capital Management Houston, Texas	$22.4M	-$8M	4	5.98%	Reduced
1786	Managed Asset Portfolios Rochester, Michigan	$22.3M	-$1.74M	1	4.9%	Reduced
1787	Duncker Streett & Co St. Louis, Missouri	$22.3M	+$175K	6	5.18%	Increased
1788	AAM Autus Asset Management Scottsdale, Arizona	$22.3M	+$150K	5	3.5%	Increased
1789	Hamlin Capital Management New York	$22.2M	+$22.7M	1	1%	New
1790	Dynamic Advisor Solutions Phoenix, Arizona	$22.2M	-$21.7K	7	3.45%	Reduced
1791	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$22.2M	-$9.7M	3	5.31%	Reduced
1792	Spyglass Capital Management San Francisco, California	$22.2M	+$6.81M	1	5.9%	Increased
1793	Waratah Capital Advisors Toronto, Ontario, Canada	$22.2M	-$11.3M	1	2.5%	Reduced
1794	Boenning & Scattergood West Conshohocken, Pennsylvania	$22.2M	-$1.23M	8	6.41%	Reduced
1795	LCH Lee Capital Holdings New York	$22.2M	+$488K	5	20.71%	Increased
1796	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$22.1M	-$54.9K	6	7.61%	Reduced
1797	Cramer Rosenthal McGlynn Stamford, Connecticut	$22.1M	-$49.5M	2	0.63%	Reduced
1798	O'Shares Investment Advisers Boston, Massachusetts	$22.1M	-$341K	9	3.32%	Reduced
1799	Bingham Osborn & Scarborough San Francisco, California	$22M	-$1.19M	6	1.96%	Reduced
1800	Noesis Capital Mangement Boca Raton, Florida	$22M	-$271K	6	7.12%	Reduced